Welch Group’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Welch Group’s Portfolio MGV Stock Details MGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$428K	Sell	2,616 -197	-7%	-$30.6K	0.01%	209
2026 Q1	$408K	Sell	2,813 -259	-8%	-$38.4K	0.02%	205
2025 Q4	$434K	Hold	3,072	–	–	0.02%	192
2025 Q3	$423K	Sell	3,072 -75	-2%	-$10K	0.02%	190
2025 Q2	$413K	Buy	3,147 +325	+12%	+$40.8K	0.02%	177
2025 Q1	$359K	Buy	+2,822	New	+$365K	0.02%	182

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Welch Group's MGV Position: Q2 2026 in Review

Welch Group reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 7% in Q2 2026, selling an estimated $30.6K and leaving 2,616 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #209.

Welch Group first reported a position in MGV in Q1 2025 and has held it in 6 quarters since. The position peaked at $434K in Q4 2025. 603 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Welch Group held 2,616 shares of Vanguard Morningstar Mega Cap Value ETF worth $428K as of Q2 2026.
Welch Group sold 197 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $30.6K.
Vanguard Morningstar Mega Cap Value ETF made up 0.01% of Welch Group's portfolio in Q2 2026, its #209 holding.
Welch Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
Welch Group's Vanguard Morningstar Mega Cap Value ETF position peaked at $434K in Q4 2025.
603 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.